Related Articles
How to Cancel a Deposit on an Event
Below is a training video on how to cancel a deposit that has been taken against a sales event. Cancelling Deposits https://app.arcade.software/share/NOCTKQVtoi7qxtTFIla5
Sales Deposits
To Add a deposit to a sales order; click on the dropdown menu at the far right of the top bar and select Deposits select a Tender Option enter the deposit amount click Submit The deposit will show with the remaining balance owed on the sales order ...
Sales Order Totals
The sales order totals section is detailed below. Totals Section Subtotal - total of the line items above Freight - freight charge to ship to customer Tax - the tax defaults to the customer or shipto taxing location Discount - the discount can be ...
Add a Customer Credit
A credit can be applied to a customer account other than for return of product from an order. You may want to credit the customer for a partial refund or a deposit for future transactions. Both examples are provided in demo below. To apply a customer ...
Customer Record Detail
Note: not all tenants will have the same fields and user access may restrict the ability to access some functionality. Editing the customer record Details - edit the customer contact information Finance - update/view the customer credit limit and ...